DSP Focused Fund Growth

• Alpha -1.59%
• Beta 1.05
• Sharpe Ratio0.83
• Std Deviation 13.42%
• Tracking Error 6.17%

The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equityrelated securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized.

The DSP Focused Fund Growth has an AUM of 2637.79 crores & has delivered CAGR of 15.73% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.01%. The minimum investment in DSP Focused Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Treps / Reverse Repo Investments, Bajaj Finance, ICICI Bank & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Software & Programming & Biotechnology & Drugs.

Some of the similar funds are Mahindra Manulife Focused Fund Regular Growth, DSP Focused Fund Growth, Canara Robeco Focused Fund Regular Growth, UTI Focused Fund Regular Growth, Old Bridge Focused Fund Regular Growth. DSP Focused Fund Growth has a sharpe ratio of 0.83 & a standard deviation of 13.42%.